The Children'S Hospital Corporation Tax-Deferred Annuity Plan — Form 5500 plan (The Children'S Hospital Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Children'S Hospital Corporation Tax-Deferred Annuity Plan is a benefit plan reported by The Children'S Hospital Corporation under EIN 04-2774441 and plan number 004. The latest loaded filing year is 2023. The filing reports 22,501 participants and $1,374,069,891 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4BPlan net assets, end of year$1,374,069,891
Participants22.5KCovered participants reported22,501
Assets / participant$61.1KComputed: assets ÷ participants$61,067 (computed)
Provider compensation$120.2K2 Schedule C provider row(s)$120,197
Plan sponsor
The Children'S Hospital Corporation
EIN
04-2774441
Plan number
004
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322,501H, C20240723133252NAL0007317251001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$0
Money in vs. money out
Total income / additions$332.3M
Total expenses$80.7M
Benefits paid / distributions$80.7M
Contributions
Employer$11.8M
Participant$89.6M
Full reported line items

Net assets

Total assets (EOY)
$1,374,069,891
Total liabilities (EOY)
$0
Net assets (EOY)
$1,374,069,891
Net assets (BOY)
$1,122,436,892

Income & contributions

Employer contributions
$11,815,062
Participant contributions
$89,557,580
Total contributions
$110,268,558
Total income / additions
$332,310,073

Expenses & distributions

Benefits paid
$80,677,074
Administrative expenses
$0
Total expenses
$80,677,074
Net increase / (decrease)
$251,632,999
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCCONSULTANT$120,197not reported in the loaded dataset2023
Fidelity Invsts Inst Oper Co, IncRECORDKEEPER$0$02023

Related Form 5500 pages